CA
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Claro Advisors’s Warner Bros WBD Stock Holding History

Claro Advisors’s Portfolio WBD Stock Details WBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-9,358
Closed -$270K – 534
2025
Q4 		$270K Sell
9,358
-2,233
-19% -$52.2K 0.04% 357
2025
Q3 		$226K Buy
11,591
+484
+4% +$6.59K 0.03% 360
2025
Q2 		$127K Buy
+11,107
New +$104K 0.02% 369
2019
Q1 		– Sell
-237
Closed -$8K – 934
2018
Q4 		$8K Buy
+237
New +$7.22K 0.01% 724

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VPM
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Geode Capital Management
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PCM
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Millennium Management
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Harris Associates
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
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